adm211concepts

Formulas

100 Sample Formulas
Forecasting 

Amount is the total amount of revenue that the Opportunity is worth.  Expected Revenue is a formula (Amount * Probability)
Within a single Opportunity the Expected Revune field is of little use, it is generally used in Sales Pipeline and Forecast Reports.  The basic idea being.  You have 10 open opportunities, at different Probabilities, by multiplying (Amount * Probability) you get a ballpark idea how how much revenue you might expect to win.
Collaborative Forecasts
Important points for collaborative forecasting
Launched in winter 12 from ground up
One click forecast
Relationship between stage, fcategory
Variable time periods
Reporting is possible unlike customisable where we only had standard reports
Extensible by Api
Focus on managing opportunities rather forecast as forecast gets created automatically based on opportunity data

Entitlements

To set up entitlements: “Manage Entitlements” AND
“Customize Application”

Content pack

Note
The following options are only available if Enable content pack creation is selected in Setup on the Customize | Salesforce CRM Content | Settings page. If content pack creation is disabled after packs have been created, Salesforce does not delete existing packs but they cannot be customized or modified.
Do you know these topics now?

Delegated administration
Territory management
Pricebooks
Changesets
Sandboxes
Force.com migration tool-Ant
Force.com IDE
Relationships
Junction object
Summer 13 questions
Customisable forecasting
Collaborative Forecasting
Publisher Actions
Communities
Entitlements
Knowledge
Summer 13 new Features
Cross object Formulas
Rollup Summary Field
Cross Filters and Sub Filters
Bucketing
Joined Reports
Analytic Snapshots
Prevgroupval
Parentgroupval
This entry was posted in salesforce. Bookmark the permalink.

Leave a Reply

Your email address will not be published. Required fields are marked *

*

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>